SHIRLEY WOOLF, APPELLANT,
v.
DAVID REED ET AL., APPELLEES
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The court held that the appointment of an administrator ad litem was proper, but the conferred powers to act as a judicial officer were excessive and void.
[1] A court may appoint an administrator ad litem when the personal representative is or may be interested adversely to the estate, or when the necessity arises otherwise.
[2] An administrator ad litem is a court-appointed advocate for the interests of an estate when those interests are jeopardized and the acting representative cannot or will n…
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Join FLexlaw to unlock all legal intelligenceAn administrator ad litem was appointed in the probate of an estate to investigate potential liability of the estate's attorney. The attorney challeng…
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PER CURIAM.
We review the appointment by the circuit court of an administrator ad litem in the probate of Pat B. Elbert’s estate.
A short review of the facts is in order. Pat Elbert, until her death in 1974, acted as the executrix of her father’s estate; appellant was her legal counsel in that undertaking. Upon the death of Pat Elbert, Sun Bank was appointed administrator of the father’s estate, and appellant’s connection with the father’s estate ended.
Appellant was a nominated trustee under the will of Pat Elbert; moreover, she served as attorney for the personal representative of the Pat Elbert estate.
Records of administration kept for the father’s estate disclosed an apparent indebtedness to that estate from the Pat Elbert estate. The personal representative of Pat’s estate, Patricia Byrne, negotiated a compromise and settlement between the two estates which she submitted to the court, in the form of a settlement stipulation, for approval. Thereafter, Ms. Byrne informed the court of her discovery that appellant had obtained from the father’s estate a release from liability to that estate, negotiated at some cost to appellant.
Appellee Reed was the nominated co-trustee, with appellant, of a trust established in the Pat Elbert will, to be funded from her estate. He has resigned that position. It is he who first requested the appointment of an administrator ad litem-a request subsequently joined in by the University of Miami, which holds certain remainder interests in the trust, and by the Dade County Bar Association, as amicus curiae. Appellees contend that the Pat Elbert estate may have a claim against appellant for all or part of the funds in question,- and that appointment of an administrator ad litem is necessary to properly protect the estate’s interests.
Appellee’s request culminated in the appointment of an administrator ad litem with the authority to “. . . determine the nature and extent, if any, of the liability of SHIRLEY WOOLF, to the [Pat El bert] Estate and/or its beneficiaries, arising out of the administration of the ROBERT G. ELBERT [the father’s] ESTATE.”
Appellant contends that the appointment of an administrator ad litem is improper without a prior finding that an acting administrator has engaged in misconduct, or is incapable of protecting the estate’s interests in the matter for which the appointment is made. Moreover, appellant urges that the authority with which the administrator ad litem was clothed by the court was excessive.
We dispose of appellant’s first contention by reference to the language of Fla.R.P. & G.P. 5.120(a): -
When it is necessary that the estate of a decedent ... be represented in any probate . . proceeding and the personal representative . is or may be interested adversely to the estate . . ., or the necessity arises otherwise, the court may appoint an administrator ad litem . . ., without bond or notice for that particular proceeding.
In our review of the record, and in light of the relationship between appellant and Ms. Byrne, as personal representative for the estate of Pat Elbert, we find adequate support for the trial court’s appointment of an administrator ad litem.
Appellant’s second claim, however, is well-founded. The special administrator was seemingly appointed' as an adjunct of the court, in the nature of a special master. But an administrator ad litem is a court-appointed advocate for the interests of an estate, where those interests are jeopardized, and where the acting representative, if any, will not or cannot defend them. See In re Estate of Herlan, 209 So. 2d 225 (Fla. 1968); Shambow v. Shambow, 5 So. 2d 454, 149 Fla. 278 (1942), reviewed on other grounds, 15 So. 2d 837, 153 Fla. 762 (1943); Fasel v. Cox, 128 So. 33, 99 Fla. 968 (1930); Edmonson v. Frank J. Rooney, Inc., 171 So. 2d 566 (Fla. 3d DCA 1965).
An administrator ad litem is an officer of the court, insofar as is every attorney certified to practice therein. However, his primary and overriding duty is to the estate, rather than to the bench; the court may not mandate specific acts through his appointment, such as the holding of hearings, but rather imposes upon the administrator a fiduciary duty to the estate, and so empowers him to minister to specific estate interests, not as a judicial officer making findings of fact and conclusions of law, but as a fiduciary, who owes the highest duty to the estate to safeguard those specific interests he has been commissioned to protect. The appointee becomes solely responsible to the estate for the administration of that portion of its affairs entrusted to him by the court, and thus supplants in that regard the authority of the personal representative, who continues to be responsible for the administration of all other aspects of the estate’s business.
Insofar as the court below sought to create such a limited role, it may properly do so. Insofar as it sought to delegate its judicial authority to its appointee, its act was void ab initio.
Affirmed as to the appointment, reversed as to the powers conferred; and remanded for action by the trial court not inconsistent with this opinion.
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David R. MAY Ad Litem of the Estate of Oscar T. Bradley v. Ill. Nat'l Ins. Co., 771 So. 2d 1143 (Fla. 2000)…Stream Apartments of Broward County, Inc., 611 So. 2d 43, 45 (Fla. 4th DCA 1992); and (2) function at the same time as a personal representative, with each person being responsible for administering different aspects of an estate. See Woolf v. Reed, 389 So. 2d 1026, 1028 (Fla. 3d DCA 1980) (stating that [*1148] an administrator ad litem "becomes solely responsible to the estate for the administration of that portion of its affairs entrusted to him by the court, and thus supplants in that regard the authority o…
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Cont'l Nat'l Bank v. Brill, 636 So. 2d 782 (Fla. 3d DCA 1994)…e for the performance of specific duties authorized by the court, supplanting in that regard the authority of the personal representative, who continues to perform all other responsibilities involving the administration of the estate. Woolf v. Reed, 389 So. 2d 1026, 1028 (Fla. 3d DCA 1980). Under the Wrongful Death Act, the personal representative is the party who seeks recovery of all damages caused by the injury resulting in death for the benefit of the decedent’s survivors and for the estate. § 768.20, Fla…
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Dareyl Funchess v. Gulf Stream Apts. OF Broward Cnty., Inc., 611 So. 2d 43 (Fla. 4th DCA 1992)…urt. The proceeds of any judgment recovered in the wrongful death action by an administrator ad litem would be protected and distributed as provided by the Probate Code. See In re Estate of Cordiner, 458 So. 2d 418 (Fla. 2d DCA 1984); Woolf v. Reed, 389 So. 2d 1026 (Fla. 3d DCA 1980). Furthermore, the substitution of an administrator ad li-tem would not affect appellees’ exposure to multiple claims. Appellees have not shown how they would suffer prejudice by the continuation of the action by the administrator…
Previewing 3 of 15 citing cases — full citator treatment, depth of discussion, and citing context are member features.
Join FLexlaw to unlock all legal intelligenceAuthorities Cited
- In re THE Est. OF Mary Shambow v. Shambow, 153 Fla. 762 (Fla. 1943)
- Shambow v. Shambow, 149 Fla. 278 (Fla. 1942)
- Edmonson v. Frank J. Rooney, Inc., 171 So. 2d 566 (Fla. 3d DCA 1965)
- Fasel v. Cox, 99 Fla. 968 (Fla. 1930)
- In re Est. of Florence I. Herlan, 209 So. 2d 225 (Fla. 1968)